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EP Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

EP Wealth Advisors’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
13,898
+551
+4% +$60.9K 0.01% 649
2026
Q1 		$1.47M Sell
13,347
-1,844
-12% -$204K 0.01% 553
2025
Q4 		$1.67M Buy
+15,191
New +$1.69M 0.01% 484
2025
Q2 		$1.89M Sell
17,149
-653
-4% -$71.2K 0.01% 428
2025
Q1 		$1.98M Sell
17,802
-1,090
-6% -$118K 0.02% 372
2024
Q4 		$2.01M Sell
18,892
-2,505
-12% -$271K 0.02% 360
2024
Q3 		$2.36M Sell
21,397
-1,016
-5% -$110K 0.02% 326
2024
Q2 		$2.39M Sell
22,413
-5,220
-19% -$555K 0.03% 254
2024
Q1 		$2.97M Buy
27,633
+3,322
+14% +$355K 0.03% 225
2023
Q4 		$2.61M Sell
24,311
-1,509
-6% -$158K 0.03% 225
2023
Q3 		$2.68M Buy
25,820
+24,867
+2,609% +$2.63M 0.04% 214
2023
Q2 		$2.66M Sell
953
-19,177
-95% -$2.09M 0.04% 213
2023
Q1 		$3.33M Buy
20,130
+10,753
+115% +$1.16M 0.06% 173
2022
Q4 		$998K Sell
9,377
-2,004
-18% -$214K 0.02% 283
2022
Q3 		$1.19M Sell
11,381
-6,096
-35% -$690K 0.03% 225
2022
Q2 		$1.99M Buy
17,477
+1,600
+10% +$190K 0.04% 195
2022
Q1 		$1.98M Sell
15,877
-101
-0.6% -$12.7K 0.04% 202
2021
Q4 		$2.06M Sell
15,978
-283
-2% -$36.5K 0.05% 180
2021
Q3 		$2.08M Buy
16,261
+910
+6% +$117K 0.06% 161
2021
Q2 		$1.97M Buy
15,351
+999
+7% +$127K 0.05% 178
2021
Q1 		$1.8M Sell
14,352
-5,185
-27% -$656K 0.06% 175
2020
Q4 		$2.49M Sell
19,537
-32,612
-63% -$4.11M 0.09% 114
2020
Q3 		$6.6M Sell
52,149
-12,172
-19% -$1.53M 0.28% 56
2020
Q2 		$7.91M Sell
64,321
-1,767
-3% -$215K 0.34% 57
2020
Q1 		$7.79M Buy
66,088
+4,876
+8% +$574K 0.38% 53
2019
Q4 		$7.13M Buy
+61,212
New +$7.12M 0.29% 62
2015
Q2 		– Sell
-5,920
Closed -$672K – 133
2015
Q1 		$672K Buy
+5,920
New +$671K 0.13% 60

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's TIP Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 4.1% in Q2 2026, buying an estimated $60.9K and bringing the position to 13,898 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #649.

EP Wealth Advisors first reported a position in TIP in Q1 2015 and has held it in 27 quarters since. The position peaked at $7.91M in Q2 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • EP Wealth Advisors held 13,898 shares of iShares TIPS Bond ETF worth $1.52M as of Q2 2026.
  • EP Wealth Advisors bought 551 iShares TIPS Bond ETF shares in Q2 2026, an estimated $60.9K.
  • iShares TIPS Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #649 holding.
  • EP Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 27 quarters since.
  • EP Wealth Advisors's iShares TIPS Bond ETF position peaked at $7.91M in Q2 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.